About Kathleen
Katie has a broad practice that allows her to serve many different individuals and families. She creates estate plans of all types – from those with estate tax issues and succession planning for business owners to young families planning to protect their young children. Katie helps families determine what steps to take after the loss or incapacity of a loved one and works through any probate, guardianship and conservatorship, or trust administration that may be required.She has significant experience in several niche areas that allows her to provide exceptional legal service to clients with unique issues. Katie's elder law practice gives her the opportunity to work alongside seniors and their families to navigate the complex world of aging and long-term care. She assists with planning and applying for Medicaid and assessing the need for Veteran’s Aid and Attendance benefits. Katie is passionate about planning and advocating for individuals with special needs, including creating and administering Special Needs Trusts. In addition, she assists families in developing a succession plan for their cottages, lakeshore properties, and second homes that honors their family values, while minimizing tax consequences.
Katie has a broad practice that allows her to serve many different individuals and families. She creates estate plans of all types – from those with estate tax issues and succession planning for business owners to young families planning to protect their young children. Katie helps families determine what steps to take after the loss or incapacity of a loved one and works through any probate, guardianship and conservatorship, or trust administration that may be required.She has significant experience in several niche areas that allows her to provide exceptional legal service to clients with unique issues. Katie's elder law practice gives her the opportunity to work alongside seniors and their families to navigate the complex world of aging and long-term care. She assists with planning and applying for Medicaid and assessing the need for Veteran’s Aid and Attendance benefits. Katie is passionate about planning and advocating for individuals with special needs, including creating and administering Special Needs Trusts. In addition, she assists families in developing a succession plan for their cottages, lakeshore properties, and second homes that honors their family values, while minimizing tax consequences.
Katie has a broad practice that allows her to serve many different individuals and families. She creates estate plans of all types – from those with estate tax issues and succession planning for business owners to young families planning to protect their young children. Katie helps families determine what steps to take after the loss or incapacity of a loved one and works through any probate, guardianship and conservatorship, or trust administration that may be required.
She has significant experience in several niche areas that allows her to provide exceptional legal service to clients with unique issues. Katie's elder law practice gives her the opportunity to work alongside seniors and their families to navigate the complex world of aging and long-term care. She assists with planning and applying for Medicaid and assessing the need for Veteran’s Aid and Attendance benefits. Katie is passionate about planning and advocating for individuals with special needs, including creating and administering Special Needs Trusts. In addition, she assists families in developing a succession plan for their cottages, lakeshore properties, and second homes that honors their family values, while minimizing tax consequences.
